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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % |
Quarter Est. Return |
3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5176 |
ARTA
5176
A.R.T. Advisors
New York
| $66.7M | +$61M | +1,069% | 30.5% | 81.8% | 292 | 93.49% | 0.1 |
|
| 5177 |
5177
PBMares Wealth Management
Williamsburg,
Virginia
| $66.5M | +$2.96M | +5% | 13.9% | 67.7% | 116 | 15.52% | 0.4 |
|
| 5178 |
5178
Pinion Investment Advisors
Wichita,
Kansas
| $66.3M | +$19.7M | +42% | 15.7% | 75.4% | 115 | 22.61% | 1.5 |
|
| 5179 |
5179
Danda Trouve Investment Management
Prairie Village,
Kansas
| $66.1M | +$17.9M | +37% | 15.2% | 13% | 191 | 27.75% | 0.4 |
|
| 5180 |
5180
Sapphire Ventures
Austin,
Texas
| $66.1M | -$86.4M | -57% | 163% | 27.9% | 3 | 33.33% | 2 |
|
| 5181 |
5181
Edgbaston Investment Partners
| $65.9M | -$11.2M | -15% | 10.1% | 4.67% | 3 | 0% | 2.1 |
|
| 5182 |
5182
Lead Edge Capital Management
New York
| $65.6M | -$22.9M | -26% | 53.7% | 20.2% | 6 | 50% | 0.3 |
|
| 5183 |
GFI
5183
Global Frontier Investments
Charleston,
South Carolina
| $65.5M | – | – | 15% | – | 16 | – | 0 |
|
| 5184 |
QGA
5184
Q Global Advisors
Fort Worth,
Texas
| $65.2M | +$58.5M | +871% | 58.4% | 79% | 64 | 89.06% | 0.1 |
|
| 5185 |
LI
5185
Latash Investments
Anchorage,
Alaska
| $65.1M | -$1.54M | -2% | 4.14% | 110% | 23 | 30.43% | 0.4 |
|
| 5186 |
RCIM
5186
Russell Clark Investment Management
London,
United Kingdom
| $64.9M | -$1.86M | -3% | 31.7% | 174% | 45 | 46.67% | 1.2 |
|
| 5187 |
5187
Clark Financial Services Group
Chesterfield,
Missouri
| $64.6M | – | – | 22.4% | 116% | 56 | – | 0 |
|
| 5188 |
5188
Kite Lake Capital Management (UK)
London,
United Kingdom
| $64.3M | +$1.63M | +3% | 1.39% | 337% | 9 | 33.33% | 0.3 |
|
| 5189 |
5189
EDMP Inc
Lutz,
Florida
| $64.2M | -$48.7M | -43% | 17.3% | 78% | 62 | 37.1% | 3.4 |
|
| 5190 |
NCP
5190
NexWave Capital Partners
New York
| $64M | +$5.86M | +10% | 23% | – | 27 | 48.15% | 0.2 |
|
| 5191 |
5191
Trustees of Princeton University
Princeton,
New Jersey
| $64M | -$9.43M | -13% | 1.16% | – | 7 | 71.43% | 0.8 |
|
| 5192 |
5192
Ocean Endowment Partners
Chicago,
Illinois
| $63.5M | -$9.06M | -12% | 20.5% | – | 27 | 66.67% | 0.5 |
|
| 5193 |
5193
ACON Equity Management
Washington,
District of Columbia
| $63.4M | +$19.8M | +45% | 45.4% | 32.1% | 1 | 0% | 2.5 |
|
| 5194 |
ALS
5194
Andrew L. Share
| $63.4M | +$22.8M | +56% | 68.3% | 14.8% | 1 | 0% | 2.5 |
|
| 5195 |
5195
USA Mutuals Advisors
Dallas,
Texas
| $63.3M | +$2.96M | +5% | 19.6% | 14.1% | 18 | 16.67% | 3.7 |
|
| 5196 |
5196
Summit Place Financial Advisors
Summit,
New Jersey
| $63.2M | +$16.4M | +35% | 16.2% | 111% | 51 | 33.33% | 0.4 |
|
| 5197 |
HIH
5197
HRS Investment Holdings
New York
| $62.7M | -$25.1M | -29% | 19.8% | 21.5% | 1 | 0% | 1.5 |
|
| 5198 |
5198
Wedgewood Investors
Erie,
Pennsylvania
| $62M | +$10.1M | +20% | 19% | – | 79 | 7.59% | 5.7 |
|
| 5199 |
5199
VR Advisory Services
Camana Bay, Grand Cayman,
Cayman Islands
| $61.9M | +$5.84M | +10% | 12% | 89.7% | 26 | 34.62% | 1.9 |
|
| 5200 |
5200
Hellman Jordan Management Company
Quincy,
Massachusetts
| $61.8M | +$19.6M | +46% | 53% | 205% | 27 | 44.44% | 0.5 |
|